KIG
HSY icon

Kowal Investment Group’s Hershey HSY Stock Holding History

Kowal Investment Group’s Portfolio HSY Stock Details HSY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-1,108
Closed -$257K – 161
2022
Q4 		$257K Sell
1,108
-238
-18% -$54.9K 0.08% 130
2022
Q3 		$297K Buy
1,346
+271
+25% +$60.7K 0.1% 102
2022
Q2 		$231K Buy
+1,075
New +$234K 0.08% 127
2021
Q4 		– Sell
-111
Closed -$19K – 475
2021
Q3 		$19K Buy
+111
New +$19.6K 0.01% 395

Other funds holding HSY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Kowal Investment Group's HSY Position: Q1 2023 in Review

Kowal Investment Group sold out of Hershey (HSY) in Q1 2023, closing a stake of 1,108 shares — an estimated $257K sold.

Kowal Investment Group first reported a position in HSY in Q3 2021 and held it in 4 quarters. The position peaked at $297K in Q3 2022. 1,333 funds tracked by Wall St. Rank hold HSY as of Q1 2023.

  • Kowal Investment Group reported no remaining Hershey position as of Q1 2023 after selling out during the quarter.
  • Kowal Investment Group sold 1,108 Hershey shares in Q1 2023, an estimated $257K.
  • Kowal Investment Group first reported a position in Hershey in Q3 2021 and held it in 4 quarters.
  • Kowal Investment Group's Hershey position peaked at $297K in Q3 2022.
  • 1,333 funds tracked by Wall St. Rank held Hershey as of Q1 2023.

Based on Kowal Investment Group's 13F filing for Q1 2023, filed 21 Apr 2023.